Filed September 30, 2002 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,479 | $105,581-2.0% | $70,449+46.9% | $90,288+14.6% |
| Participation rate | 98.4% | 77.5%+20.8pp | 75.1%+23.3pp | 73.4%+25.0pp |
| Annual return | 16.74% | 14.78%+2.0pp | 109.03%-92.3pp | 53.97%-37.2pp |
| Employer contribution / active EE | $4,046 | $3,304+22.5% | $2,737+47.9% | $2,524+60.3% |
| Participant deferral / active EE | $10,755 | $3,813+182.1% | $3,709+190.0% | $4,232+154.1% |
| Admin fee / account holder | $8 | $68-87.5% | $3,845-99.8% | $114-92.6% |